From legal and financial documents – to household and digital information – Everplans keeps it all in one secure, accessible place so families have access when they need it most.
✔ Build deeper client relationships
✔ Enhance your client experience
✔ Offer services beyond the balance sheet
✔ Create multigenerational relationships
✔ Retain assets passing between generations
✔ Differentiate and market your practice
Use Everplans to transform your business
"You need to differentiate yourself. If you're considering offering Life & Legacy Planning, don't wait – it's what your clients are yearning for."
- Kim Kenawell-Hoffecker, Avantra Family Wealth
"The more clients and prospects the advisor creates an Everplan for, the more referrals they are likely to get."
- Joel Bruckenstein, FA Magazine
"A gamechanger for many independent advisory firms."
- Bob Clark, ThinkAdvisor
“Every person we’ve on-boarded has made a referral. Every single one.”
"Heirs don't often keep their parents' advisors, but this is the best way to make it happen."
Featuring flexible pricing and robust functionality, we can customize a plan for everyone from sole proprietors to global enterprises.